Product Spotlight: Customer Portal

Overview

For consumer-focused service organizations, Net Promoter Score (NPS) and other customer satisfaction metrics are critical to their entire business. Yet during the appointment booking experience, many of these same organizations struggle to keep customers informed and in control, ultimately leaving them unsatisfied with the service provided. 

The Zinier Customer Portal application solves these problems by providing no-code customizable, end-to-end ownership of customer experiences, from appointment scheduling and management to communication and security.

Appointment Booking Capabilities

Secure Link Access

Customer portal access via a secure SMS or email link, using a unique identifier to view their appointment details.

Customer Notifications

Provide customer notifications at key moments during the service lifecycle, from setting the first appointment all the way through to task completion.

Book & Reschedule an Appointment

Customers can select or change the appointment window for their booking directly from the customer portal.

Cancel an Appointment

Customer can cancel appointments for repairs directly from the portal and cancel installation appointments by requesting reaching out to the call center.

View Appointment Status & Details

Give your end-customer an overview of the status of the appointment, task details, service type and more.

View Technician’s Location on a Map

Once the technician is en route, the customer can track the technician's location.

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Configurability for Administrators

Custom Branding

Admins can add their company’s logo and customize the color scheme match their company’s branding guidelines.

Configurable Appointment Scheduler

Define which types of tasks to display in the portal and leverage our scheduling engine to provide the available appointment windows to end-customers.

Configure Email and SMS Notifications

Admins can manage the notification content and delivery path (SMS or email) to suit their needs.

Integrates with Existing Services

Admins can use as is or integrate with an appointment management service they already use.

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Customer Portal in Action

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Want to see the Zinier platform in action? Schedule a demo today!